海外研报
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Alphabet Inc. (GOOGL): Q2’24 Earnings First Take
We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
海外研报
2024年07月25日
Still Like Macau Gaming, Though More BB Than B
The shifting macro dialogue once again was the main driverof global markets. Recent concerns on US growth were
海外研报
2024年08月18日
nterest Rate Cuts; Analysis Shows Transports Fare Well
Bottom Line: As the probability that a rate cut comes more into view at theSeptember Fed meeting, we wanted to refresh our analysis on share price
海外研报
2024年09月05日
UBS--Saudi Arabian credit: Flagship EM debt issuers
Saudi Arabia is the largest constituent in the flagship
海外研报
2024年10月08日
China Stimulus Simplified
I wanted to do this as a flow chart, but my lack of experience with the flowchart tools (and my lack of
海外研报
2024年10月14日
GS--GS EUROPEAN EXPRESS: Encore: Buy ASML (on CL), Wise
Global Metals & Mining Conference Takeaways: Commodity outlooks, growth
海外研报
2024年10月17日
Domestic politics: Could a push to oust Ishiba intensify if the ruling coalition loses its majority?
A number of recent media analyses have suggested that the ruling coalition between the
海外研报
2024年10月24日
